CRM integration and lead webhooks for CardIQ digital business card leads
CardIQ helps teams connect digital business card leads to CRM workflows with CRM Lead Webhook availability on paid plans, Zapier and Make automation paths, delivery logs, and a retry queue that supports reliable lead delivery.
What CRM systems can access
The integration direction focuses on clear business datasets that support sales and relationship workflows without exposing sensitive internals.
- Captured Leads
Lead information submitted from public employee profiles, scoped to the owning tenant. - Company Contacts
Business contacts saved for company continuity and controlled team visibility. - Employee Directory
Active employee identity details needed to match CRM activity with verified representatives. - Verified Profiles
Public QR profile references that help CRMs connect interactions to official company profiles.
CRM use cases
Teams can use the integration foundations to connect CardIQ data with CRM workflows in a controlled, phased way.
- Send leads to CRM webhooks
Forward digital business card leads to approved CRM lead webhook endpoints for paid-plan workspaces. - Trigger Zapier and Make automation
Use CRM webhook foundations to route lead automation into Zapier, Make, or compatible HTTPS automation tools. - Sync contacts
Keep external contact records aligned with the company-controlled contact base. - Link leads to source employee/profile
Connect every lead back to the employee profile or verified QR source that generated it. - Improve data quality
Use verified profiles and safe fields to reduce duplicate or unclear CRM records.
Delivery logs and retry queue
CRM Lead Webhook is available on paid plans and is designed to support reliable lead automation through delivery logging and retry handling when webhook delivery fails.
- Failed webhook deliveries are logged
CardIQ records failed webhook delivery attempts so admins can investigate endpoint, authentication, or payload issues. - Failed deliveries can be retried
Eligible admins can retry failed deliveries after the CRM endpoint or automation scenario is corrected. - Retry queue for reliable lead delivery
The retry queue supports reliable lead delivery across temporary CRM, Zapier, Make, or network interruptions.
Designed around tenant isolation and safe fields
This direction explains the expected security principles for future CRM integrations without adding API logic or secrets to this public page.
- Tenant isolation
Data access remains scoped to the authenticated company workspace. - No company_id from client
CRM-facing flows should derive tenant scope from authenticated server-side context, not client input. - Safe fields only
Integrations should expose only approved business identity, contact, and lead fields. - No secrets exposed
API credentials, tokens, and private settings are never displayed on public marketing pages.
Planned CRM integration phases
The roadmap is presented in phases so expectations stay accurate and careful, beginning with documentation and pilots before CRM-specific connectors.
- Phase 1
Documentation and pilot pull integrations - Phase 2
API keys and settings - Phase 3
Webhooks and export tracking - Phase 4
CRM-specific connectors
Start with a careful foundation for business identity and leads
CardIQ helps your company organize employee profiles, captured leads, and contacts in a way that supports future CRM integration foundations.